CRM

Offers, orders, pro-forma invoices

The possibility of creating offers and orders from customers will facilitate the sales management. The program is ideal for preparing sales offers, and then converting them into orders and invoices, without the need to retype the document.

Attach documents

There is often a need to attach documents in any format (e.g. scans of contracts). mKsiegowa.pl allows you to store the entire documentation electronically in the form of files attached to documents created in the program or directly to the customers.

Send documents by email

All prepared documents can be sent from the program via e-mail. You can also send emails to clients or sales groups directly from the program. The entire history of correspondence is in one place.

Recurrent invoices

If it’s necessary for your business to issue hundreds or thousands of similar invoices every month, the mKsiegowa.pl program can do it. It is an ideal solution for invoicing subscriptions, tuition fees, etc.

Manage customer contacts

Before a company becomes a client, it requires you to undertake some activities. The program facilitates your cooperation with potential clients as you can save company branches, contact persons, notes and to-do list.

Individual price lists and discount system

In the program, you can prepare price lists for specific sales groups. Discounts may be specified for individual customers and for a group.

How you can begin with mKsiegowa? Register free account and test. There are no obligations related to the trial period.